Institutional Advisory Services

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​Equity & Debt Capital

 

Traversi & Associates, as Institutional Advisor: researches, selects, originates, co-structures and co-arranges, both in primary and secondary market, Debt & Equity capital opportunites, such as: preferred and ordinary equity, mezzanine, private credit, direct lending, unitranche, fitting to the specific investment strategies of institutional Investors, mainly oriented to finance companies' acquisitions, growth or to refinance existing debt. These tailored solutions have greater flexibility than in public markets and typically are structured for an amount starting from Eur 10m+.

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NPEs

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Traversi & Associates, as Institutional Advisor, in favour of leading and specialized international Funds: researches, selects, originates, co-structures and co-arrange deals, both in primary and secondary market, refererring to the purchase of NPEs both portfolios and/or single positions, Tax Credits, Healthcare Receivables, stressed/distressed Assets/Corporates/Securities, including distressed loans/bonds, illiquid assets, NPEs (BLs and/or UTPs), distressed structured products-equity and whatever distressed or illiquid securities. The NPEs market offers to Investors consistent opportunities to generate attractive risk-adjusted returns, with the appropriate level of risk, while focusing on capital preservation. Typically this specific deals are structured for an amount starting from Eur 30m+ (as GBV).

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Special Situations

 

Traversi & Associates, as Institutional Advisor, researches, selects, originates, co-structures and co-arrange  special situation opportunites, fitting to the peculiar investment strategies of specialized international Funds, involving complex, tailor-made financial interventions for companies in crisis or facing temporary financial and operational difficulties. The objective is to provide liquidity, restructure debt, and support business continuity through non-standard strategies, such as complex financing, credit management transactions, and/or assistance in managing insolvency proceedings. We therefore scout and select companies in crisis to help them overcome difficulties, ensure operational continuity, and create value over time. Typically this specific deals are structured for an amount starting from Eur 10m+.

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Distressed RE Advisory

 

Traversi & Associates, as Institutional Advisor, in favour of leading and specialized international RE Funds: researches, selects, originates, co-structures and co-arranges acquisitions of both portfolios and individual RE Assets, both performing (Core-Core+ and Value Add) and/or in distress.

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We act through an opportunistic strategy, a high risk/reward approach that seeks to generate superior returns by capitalizing on market inefficiencies, distressed assets, or unique, special situations. Therefore, we scout and select undervalued, underperforming, or complex assets - often in real estate or credit markets - that require significant restructuring, development, or repositioning or referring to Assets with significant debt burdens or to Ownership facing financial distressed situations.

 

RE Advisory policies are aimed at: take advantage of cycles of distress, structural changes in ownership, repositioning and conversion; with the perfect mix of high potential/maximized returns and simultaneous  mitigation of the investment risk involved. Typically this specific deals are structured for an amount starting from Eur 10m+.